I make it a priority to
understand the
nature of your
business interests.

ANALYSIS

Commodity markets are kind of like a soap-opera where there is no beginning or end to the story. Market analysis is ongoing too. Below are some examples of material covered. Please click here for more information. I'd be happy to send you a specific research report.


February 2018
01: Pulse Sentiment as it Evolves
02: India Vegetative Map (New One)
04: Weekend Notes (Canola, Flax)
06: Tunisia Buys Durum - Lower Price Sends a Message About Perception
10: Pulse Thoughts
12: Filtering (Spec, SAmer Scare, Canola, Wheat)
13: Algeria Buy Durum
13: Domestic Barley Update
15: Morning Oilseed Charts - A Tale of Divergence
15: Drought Talk
16: Today's Oilseed Thought
18: In the Nick of Time


January 2018
03: Notes - Wheat, Mustard
03: Evening Notes - Pulses, Canola
08: Comment on Logistics
08: A Soybean Angle (Canola Discussion too)
10: Some Pulse Thoughts
11: Malt Barley QA
11: Broad Market Comment
12: USDA Report - Main Implications 1-Hour After Release
16: Kabuli Chickpea Observation
16: Pulse Comments
17: CAD & Interest Rate Observation
18: Canola Observation
18: Algeria Buys Durum
20: Studying Canola Sentiment in Real Time
21: Vegoil Link to Canola
23: Urea Thoughts
25: Wheat 2 Pager
26: More on India Weather and Opinion
26: Currency 1 Pager
27: Tunisia Buys Durum
27: Buy & Sell Preferences
29: Oilseed Observation on S America Weather Scares
29: Wheat Observation


December 2017
01: Crop Margin Update
04: Morning Notes
06: Stat Can Hightlights (preliminary 1 hr after release)
06: Seeded Acreage Observation
06: Canada Durum and All Wheat Supply Demand
07: Barley Oat Rye Supply Demand
07: Flax and Canola Supply Demand
08: Dec0817: Canada Lentil Supply Demand
12: Canada Pea Supply Demand
14: Canola 2 Pager
16: Dc 1617: Tunisia Buys Durum
18: An Oil Chart
19: Canola 1 Pager
19: Flax Update Flax Landscape to Progressively Change and Doubt Canada Will Like It
19: Soy 1-Pager (US Soy Politics, Canola Left Out)
21: India Policy Change and Vegetation Maps
22: Merry Xmas Report
28: Canola Update


November 2017
02: Canola Idea (Selling Nov-18)
02: CAD On Elevator Wheat Basis
03: Canada 2018 Acreage Shifts (If Seeding Happened Today)
07: CWRS and CWAD Protein
07: Fertilizer Observation
07: Alberta Spring Price Endorsement Report Card
08: India Policy News
11: Pea Update
13: Tunisia Buys Durum
18: The Domestic Feed Grain Juggle
19: The Canola Story
21: Crops to Buy and Sell
22: Set Up and Some Big Picture Thoughts
24: Flax 1-Pager
27: Canola 1-Pager
28: Spring Wheat 2-Pager
30: CAD 1 Pager









Copyright © Kostal Ag Consulting. All rights reserved 2018


Built & Maintained with iWEBMANAGER